Taxbit launches role-aware AI assistant on Amazon Bedrock AgentCore

The architecture prioritizes safety and data residency. It uses Amazon Bedrock Guardrails to mask personally identifiable information and block sensitive data like passwords or bank details before the model processes them. The assistant is role-aware, meaning it only suggests workflows the user is authorized to access, and it strictly avoids providing tax advice, limiting itself to explaining product functionality. Taxbit states that more than 55 percent of users who ask a question return to ask another within 24 hours, indicating high engagement with the tool.

The solution runs on a managed agent runtime that handles session isolation and memory, allowing Taxbit’s small team to focus on retrieval quality and safety. By using semantic chunking and reranking, the system ensures that answers are traceable to citable sources. Taxbit emphasizes that it does not train or fine-tune any models, and Amazon Bedrock does not use customer prompts for training, aligning with ISO/IEC 42001 standards for AI management.